Assets Management Solution focuses on the management of collective investments serving all institutions and private investors via contracts or mutual funds.
The solution conducts an assessment of each client needs and risk profile to allow the appropriate investments.
Features:
• Asset selection and plan implementation.
• Financial Analysis.
• Assets allocation from different assets classes.
• Continuous Investments monitoring.
• Agreements and e-forms services.
• Supports SMS,Email, IVR, Fax and Web.
• Supports pools of investments.
• Supports multi financial instroments with multi markets and based on multi - currencies.
• Mutual Funds and Managed Portfolios based on Units or Shares.
• Daily maintenance and allocation to find NAV of the mutual fund and managed portfolio.
• Portfolio evaluation and fund splitting.
• Performance measurement and a comprehensive instrument coverage.
